Gupta Wealth Management’s SPDR Nuveen ICE Short Term Municipal Bond ETF SHM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $146K | Hold |
3,000
| – | – | 0.03% | 283 |
|
|
2015
Q4 | $146K | Hold |
3,000
| – | – | 0.04% | 284 |
|
|
2015
Q3 | $146K | Sell |
3,000
-4,000
| -57% | -$195K | 0.04% | 289 |
|
|
2015
Q2 | $340K | Buy |
7,000
+2,950
| +73% | +$143K | 0.08% | 187 |
|
|
2015
Q1 | $197K | Buy |
+4,050
| New | +$197K | 0.06% | 219 |
|